See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $337,484 | $214,378+57.4% | $200,582+68.3% | $142,382+137.0% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 17.90% | 46.41%-28.5pp | 42.33%-24.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $12,292 | $6,841+79.7% | $6,419+91.5% | $4,299+185.9% |
| Participant deferral / active EE | $14,207 | $9,865+44.0% | $9,331+52.3% | $6,507+118.3% |
| Admin fee / account holder | $7,184 | $17,692-59.4% | $16,305-55.9% | $12,624-43.1% |